Document Management

A Document Management System (DMS) is a system (both hardware and software) used to track, manage and store documents and reduce paper. Most are capable of keeping a record of the various versions created and modified by different users (history tracking). It is often viewed as a component of enterprise content management (ECM) systems and related to digital asset management, document imaging, workflow systems and records management systems.

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Hello Randal,

Thanks for the email, however I don’t think I have joined your service.  An article by your Joe Winograd came up when I was searching for how to fix an issue with my scanner & Paperport 14.  Unfortunately, having followed his various suggestions I am no further along, other than now I have uninstalled the old Paperport so may be royally in a pickle.

I am not an IT professional so not eligible for membership of your community.  I am just someone who uses a PC and wishes we could go back to the olden days when you installed software from discs and the PC just happily went along until you decided to do something to it.  Nowadays I feel like I would be justified sending a monthly invoice to Microsoft for all the work they make me do trying to figure out how to sort the issues caused by their latest ‘helpful’ update.

Please give my best to Mr Winograd.   In case he’s still interested in Windows 10 and Paperport, here’s what happens when I try to installed 14.5 from the link provided in his article:

This runs:


Then I’m asked to select my language and this pops up (normally in English – must have accidentally clicked Deutsche this time!):


I’ve done a Windows uninstalled and the special Nuance uninstall, rebooted between each stage and still the same as above.

I did also download the patch (Patch 1) which he suggested but guess there’s not a lot I can do with the patch if I can’t get the .exe to run.

I am now going away to have a …
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Cloud Class® Course: Microsoft Azure 2017

Azure has a changed a lot since it was originally introduce by adding new services and features. Do you know everything you need to about Azure? This course will teach you about the Azure App Service, monitoring and application insights, DevOps, and Team Services.

Hi experts,

My printer has seen some better days; its not working right now and I need to sign a pdf document and email it to a coworker.

How can I digitally sign a pdf document?

Is there a free option?

Thank you.
Hi Guys,

We have a Windows 2012 file server with a document directory structure which includes security groups and user permissions on the domain.

We have a requirement for higher security, documents to be encrypted and a record of all files being opened, copied, printed, etc.

I guess a document management system is the ideal solution, but to which extend can a document be monitored once it is saved outside the document management system, such as on the users' desktop?

Any recommendations?
I use Alfresco CE 5.2 for document management.

I have a simple parallel workflow for sending the document to review. This business process works fine.

I need to develop the dashlet, in which I need to list all the assignees and the result of reviews. Also I need to show some additional information: comments, start date, end date, on whom the task was assigned, etc.

The problem is that for the completed workflow, I can't get the task list. Here is my web script part:

model.put("workflowId", workflowId);

WorkflowTaskQuery inProgressTasksQuery = new WorkflowTaskQuery();
WorkflowTaskQuery completedTasksQuery = new WorkflowTaskQuery();

List<WorkflowTask> inProgressTasks = workflowService.queryTasks(inProgressTasksQuery, true);
model.put("inProgressTasks", inProgressTasks.size());

List<WorkflowTask> completedTasks = workflowService.queryTasks(completedTasksQuery, true);
model.put("completedTasks", completedTasks.size());

List<WorkflowTask> allWorkflowTasks = new ArrayList<WorkflowTask>();
model.put("allWorkflowTasks", allWorkflowTasks.size());

QName taskName = QName.createQName("", "registrationIncomingDocs");

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Powershell with a pdf.  I have a folder with about 1000 pdf's.  each pdf is one page.   each pdf has a unique account number with in the text of the pdf document.  is there anyway i can have powershell look into the content of all 1000 files and name them based on the account number that is in the data.  I am open to other routes beside powershell
I have a pdf that has 10,000 pages.   1 page for each bill for a customer.  I occassionally search for bills by the accountnumber on the pdf.  it takes a long time.  Is there a personal document management system that can import the 10000 pages and save each page as it's own individual document and then automatically tag the document by the accountnumber that is on the page?

ie.. i search the interface of the document management system by the accountnumber and it will quickly retrieve a single page of the original 10,000 page document.
Why Document Management is Necessary for organization?

I have an EC2 instance, as well as a S3 bucket.

I have mapped to the S3 bucket from the EC2 instance successfully, using a third party app called ExpanDrive, it maps as a Z drive.

I have done the same from my local PC. Also mapped as a Z drive.

I can save a file into my new Z drive, and it appears immediately in the corresponding Z drive on the server.

Problem is, the document management system we have installed on the EC2 instance has an automated collection facility where it collects and ingests any files dropped into the shared folder, but it is failing. Log files say it is access denied.

We tried running the application as administrator - no change.

Can an AWS guru please advise on what might be necessary here?

Many thanks in advance.
What are my options for creating a PDF file from my WebApi2... initiated from my SPA using Sencha ExtJs? The concept is I want to have a template in PDF with a grid, and based on user selection from my front end website, fill in the grid with data from my database. I'm not looking for someone to write code for me, just for a path to go down. I am open to suggestions so if a template is too complex I am open to creating the PDF from stratch every time. Whichever is the least complicated option as I am definitely no expert.

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This course teaches how to install and configure Windows Server 2012 R2.  It is the first step on your path to becoming a Microsoft Certified Solutions Expert (MCSE).

Dear Folks,

I am looking for document Repository free open source like Share Point. FYI, currently, we have all documents available in Share Point and don't want to renew license.
I need to move all documentation from Share Point to other free open source.

Do you have any thoughts on it? Can I use NuGet (Private) to store as documents, along with approval process for each document upload and versioning? Any other options?

Best Regards
I have used Nuance Paperport 14.5 on windows 10 for at least a year now. Something happened the other day and I don't know what but now when I try to use the program itctells,me I seem to be running in the windows xp comparability mode and each time I try to use the program it shuts down. I have uninstalled reinstalled, run registry cleaners, contacted the manufacturer of my scanner (Brother) and Nuance along with a whole host of other things and nothing works. Help!!!
Applying a partial SVN Patch using Tortoise

I see I can Apply an SVN patch, but worry that it's all or nothing.

Using Tortoise, if I select Apply Patch, then choose a file a Tortoise Merge tool opens.

Does this let me select the files I want to merge? What if there are wanted and unwanted changes in the same file?

Is there any way to revert?

What can I back up before I experiment with Applying Patches?

Need to update shared C# code

We have four .NET MVC applications which use a shared C# file located in each of the four solutions at:


and I am adding a new C# class.

I have yet to configure the NuGet package so it can be deployed across each solution and currently am using copy/paste to get the same code tested in each solution.

What can you tell me about the NuGet process?

Would I:

1) create the final source code in the shared project?
2) generate a NuGet package for those shared source files?
3) upload it to some server?
4) Using Visual Studio, opened for each target solution, update the NuGet containing the shared files?

Recompile each of four solutions and commit the updated code?

I am a bit unsure of this process.

I have a client still running Windows Fax on Windows 7. Not sure what happened but I can no longer find the fax service manager where I can route faxes. It is not in Administrative tools. I need it so I can change routing faxes to email and a different folder. I cannot get to it using MMC console.  

i have Windows fax and scan where I can setup the account and monitor incoming faxes. I am just missing the fax service manager and cannot see how to install that?

I copied fxsadmin.msc and fxsadmin.dll from a windows 2008 server which is the only place I have that installed but that did not work. Not sure If I should install it on another Windows 7 computer and try copying those files
I have a 2016 file server.  This server is used for everyone to share docs.  I'm having an issue with a few users not closing docs and spreadsheets.  Is there a way to time them out automatically without me having to go on there and close the open file?
I am  using Outlook 2010.  I have folders containing 50 or more emails related to a project.  I have Adobe Acrobat Pro 10 that I used to create an indexed portfolio.  But I cannot add other documents to the portfolio from other sources such as word or photos that have been converted to PDF files.   My next option is to export the files from outlook to something, preferably PDF files and then import or combine them into a new PDF file.  But these files are subsequently out of order.  I was considering Evernote Autoportfolio Plug-in but while this appears to have installed correctly, the plugin doesn't appear when I open the portfolio in Acrobat.   I need something to inexpensive that lets me export email folders into portfolios and I can cleanup and add more things to, then bates number.  Any ideas?
Halo experts,

I want to implement Data Leak Prevention (DLP) system in my company. But my requirement is to implement such a way that normally all documents can be copied outside company through pendrive. But if required, some documents will be encrypted which may be rout / float inside company but if copied outside company network, those will become unreadable.

Is it possible? If possible what is the best solution?

With Regards,
Soumen Roy
Is there any way to remove the Modified / Created date from a PDF that was created by scanning paper into a scanner?  I know there are tools that will change the modified date that windows displays.. But if you goto properties of document it will still show the original and correct information.
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Cloud Class® Course: Microsoft Windows 7 Basic

This introductory course to Windows 7 environment will teach you about working with the Windows operating system. You will learn about basic functions including start menu; the desktop; managing files, folders, and libraries.

Hello everyone,
This client of mine has ID card scanners which they have been using a 3rd party Citrix app to scan an upload, however now they desire to scan and then copy and paste somewhere else.  I can scan it and get it to work, but the ID appears at the top and then there is a lot of black space on the bottom.  Can someone recommend dimensions or many even a third party scanning program that has less limitation?
we want to implement electronic signatures for documents that our sales team sends out.  I have research DocuSign developer website briefly and found some rest APIs and SDKs that seem like they would accomplish our goals.

I wanted to see if any of you experts out there have been through a similar situation and if so what worked for you.  I really would like to find the best fit for our needs.  Thanks!
We've created a SharePoint O365 site for document management for our enterprise.

We've got 2 specific document types with required metadata.  We've also created a library for one of these types to test from the type and removed the default type of document.  The goal is to restrict uploads to not let the environment become a mess like we've got with older solutions.

We really want to force entry of required metadata with uploads, which we understand isn't a native capability.  I'm sure others have had this need though so I'm hoping that someone can provided a technique for doing this.  I'm talking about end-user uploaded - we can provide all required attributes through a tool.

Would triggers of some sort be a mechanism to catch uploads and validate metadata?  Is there another technique?  Are there several?
I have tried to follow this MS article, but ...

Our environment is:
ORF Spam Control (on Exchange Server)
DKIM Signature Signer (on Exchange Server)
Exchange 2016 cu7 Server (standalone 2012R2)
OOS (standalone 2012R2)
OneDrive (Cloud office365 account)

Use case scenario: to use Onedrive as a shared document repository for our exchange server where users via OWA or local outlook client can upload shared documents, end attachments and use OOS to view/edit said documents stored on OneDrive, effectively using OneDrive for document collaboration.

We do not want or wish to migrate our system to the cloud.

What has been done so far:

1) Setup office365 account and can access via
2) Setup Domain ''
- Added a .txt verification record to our zone file on our NS Servers.
-- made default, domain setup complete with no obvious errors.
3) Linked via Hybrid Configuration wizard (HCW) local exchange and our Office365 account
- used minimal setting as were not migrating our exchange to the cloud.
- all looks good HCW complete with no errors.
-- had one oddity, I could not log in to the admin account that had the admin credentials locally could use my e-mail account that does not have admin privileges, no idea why does not seem not to affect the outcome.
4) Added users in Office365 and allocated one drive licences …
I had this question after viewing export one message thread in an organized format.
Please see related question.
I do not want to use paper.
I like to save as an electronic file.
We are running a document management system called FileDirector. The main server app is .NET 4.0 based and is hosted on IIS, and the client app (running on Windows workstations) connects to the FileDirector server via the HTTP protocol. FileDirector's document related and configuration data is all contained in an SQL Server instance running on the same server.

Now, before we fork out loads of money for SQL Server, I want to be sure I understand the licensing requirement. SQL Express is not going to be good enough for the job, as we're exceeding the 10GB ceiling by quite a lot (DB is about 30GB). I'm looking at licensing SQL Standard, but my question is about our obligations re Client Access Licenses. Am I correct in understanding that for every FileDirector client app that connects into the FileDirector Server (which has SQL Server on the back-end) I will need either a User or Machine CAL? So, for examples sake, if we have a total of 17 users of the FileDirector client (about what we have), I'll need to buy a license of SQL Standard, but then 17 User CALs (assuming I'm choosing the User licensing route)?

Or can we license just SQL Standard and a single Machine CAL for the FileDirector Server directly connecting into it (I already very highly doubt this, but just want people to confirm this would not be correctly licensed).

Many thanks in advance :-)

Document Management

A Document Management System (DMS) is a system (both hardware and software) used to track, manage and store documents and reduce paper. Most are capable of keeping a record of the various versions created and modified by different users (history tracking). It is often viewed as a component of enterprise content management (ECM) systems and related to digital asset management, document imaging, workflow systems and records management systems.